WT Microelectronics (3036 TT) (“WT”) held an online investor conference today to present its financial results for the third quarter of 2026 and provide its business outlook. For the third quarter of 2026, consolidated revenue was approximately NT$597.3bn (US$18.7bn), up approximately 1% quarter-on-quarter and 82% year-on-year, setting a new quarterly revenue record. Consolidated operating profit was approximately NT$14.2bn (US$445.2mn), up approximately 10% quarter-on-quarter and 151% year-on-year. Consolidated net profit after tax attributable to owners of the parent was approximately NT$10.3bn (US$322.1mn), up approximately 6% quarter-on-quarter and 170% year-on-year, marking another consecutive quarter of record profit. Earnings per share (“EPS”) based on weighted average outstanding shares was approximately NT$7.97, up approximately 4% quarter-on-quarter and 134% year-on-year, also setting a new all-time quarterly record.
For the first nine months of 2026, consolidated revenue was approximately NT$1.68tn (US$53.0bn), up approximately 101% year-on-year; consolidated operating profit was approximately NT$37.2bn (US$1.17bn), up approximately 150% year-on-year; consolidated net profit after tax attributable to owners of the parent was approximately NT$27.0bn (US$851.3mn), up approximately 189% year-on-year; and EPS was approximately NT$20.99, up approximately 159% year-on-year.
Looking ahead to the fourth quarter of 2026, and based on an assumed exchange rate of NT$32.2 per US dollar, the Group projects consolidated revenue of approximately NT$750bn (US$23.3bn) at the midpoint, up approximately 26% quarter-on-quarter and 119% year-on-year; consolidated operating profit of approximately NT$17.0bn (US$526.7mn) at the midpoint, up approximately 19% quarter-on-quarter and 183% year-on-year; consolidated net profit after tax attributable to owners of the parent of approximately NT$11.5bn (US$357.1mn) at the midpoint, up approximately 12% quarter-on-quarter and 174% year-on-year; and EPS of approximately NT$8.56 at the midpoint, up approximately 7% quarter-on-quarter and 147% year-on-year.
Looking further ahead, the AI wave is still gathering momentum. Capex outlooks for next year from major cloud service providers (CSPs) and AI players all point to continued growth. The Group expects AI-related demand to remain strong through the fourth quarter and into next year, and to progressively extend into a broader range of applications over the medium to long term, driving overall semiconductor demand higher. Meanwhile, as the industrial and automotive markets continue to recover, Future’s business is also sustaining its growth momentum.
Since successfully integrating Future Electronics in 2024, the Group has become a truly global electronic components distributor, with full coverage and comprehensive service capabilities across Asia Pacific, the Americas and EMEA. The Group will continue to leverage this global footprint to deepen its presence in high-growth or high-margin areas such as data center, communications, automotive and industrial applications, aiming to grow faster than the market, thereby expanding its scale and strengthening its profitability. At the same time, the Group will continue to create greater added value for suppliers and customers by offering comprehensive solutions tailored to their needs, driving long-term, sustainable growth.